Sector

Delhivery: Execution strong, but upside potential limited

The logistics company is poised to capture a larger market share

For IT companies, doomsday predictions are yet to reflect in FY27 revenue estimates

As of now, consensus analyst estimates project a slightly better revenue growth for several large IT services companies in FY27

OPINION | Why India’s textile PLI must shift focus from capacity expansion to market creation

The success of the Indian textile industry will now be measured by the quality of its international relationships. Policy can institutionalise demand creation

Regulator tightens the screws on insurance business – What should investors do?

Insurance commissions could be next in the regulator’s sights for a clean-up act, posing a threat to non-life insurers, in particular  

Can Gaudium IVF’s IPO gain a first-mover advantage?

The IVF market in India is worth about $1.3billion, as of 2024, and it is expected to grow at 13 percent CAGR to reach ~$4.5 billion by 2034

Has AI punctured FMCG type valuation narrative of IT stocks?

AI and new technologies have induced business and revenue uncertainty for IT companies

Vijaya Diagnostics: Do fundamentals align for compounding?

The company continues to demonstrate disciplined execution, strong operating leverage, and prudent capital allocation

Chart of the Day: How IT services are losing ground in global technology spends

The wallet share of IT services in worldwide IT spending is moderating

Endurance Technology: Strong Q3FY26, growth visibility intact

The company is benefitting from EV adoption, content expansion, strong global OEM ties, and geographic and product diversification

ZFCVL: Resilient Q3, cyclical recovery in sight

The management remains optimistic about outperforming industry growth, supported by a robust pipeline of new products, stronger aftermarket business, and favourable regulatory developments

Apollo Hospitals Q3FY26: Scaling up with profitability discipline

Capacity expansion, digital push power next leg of growth

Bosch: Steady Q3 FY26; valuation limits upside

Bosch plans to increase its export contribution and remains committed to localisation as a core long-term strategy

Chart of the Day: A steady start to 2026 for India pharma market

Eli Lilly’s Mounjaro and Foracort were the largest selling branded products in January 2026

Max Healthcare: Q3 softness doesn’t cloud long-term growth thesis

The company offers strong medium-term revenue visibility, underpinned by a large pipeline of bed additions and sustained strength in core operating metrics

Gabriel India Q3 FY26: Strong execution; growth potential priced in

The company has secured multiple new programmes during the quarter. These wins reinforce Gabriel’s long-established position with marquee OEMs and strengthen its near-term revenue visibility.

US trade deal all set to remove growth roadblocks for solar panel makers

With a large manufacturing base, India can emerge as a credible supplier of solar modules and cells to the US

Subros Q3 FY26: EV readiness improves, near-term catalysts limited

The company is now positioning itself to capture the next leg of growth from electric mobility where thermal management content per vehicle structurally increases

India should play to its strengths in energy storage

Hydro pumped storage projects use more components made in India compared to battery energy storage systems

Chart of the Day: The coming 'golden decade' in biosimilar drugs

A significant number of biologics are expected to lose patent protection, opening up a large business opportunity for biosimilars

Concor puts up a steady Q3 amid transient headwinds

The company's business moat and solid fundamentals ensure strong long-term growth potential

India Budget 2026 gives a timely fillip to medical tourism

Revenues from international patients are growing at a healthy pace for major hospital companies

Union Budget 2026 – How does E2E Networks stand to gain?

An indirect beneficiary that could gain from the positive sentiment in India data centre services

Budget Snapshot: The steady improvement in India’s energy mix

Government should step up policy support for hydro and nuclear power capacity additions

E2E Networks: Strong results; turnaround underway

Rising AI demand, stricter data-localisation norms augur well for domestic cloud infrastructure providers

India is making its mark in clinical trials amid changing global landscape

Clinical trial activity has increased in India